Segments: New/Edit Segment: Essentials
The Segments: New/Edit Segment: Essentials page has the essential elements required for any segment.
Name
Select a name to identify your segment. This name is not seen by message recipients, so label the content in a way that will help you to identify it later in the Segment main page.
Description
Select a description to identify your segment. This description is not seen by message recipients, so label the content in a way that will help you to identify it later in the Segment main page.
Add Field
You may build the criteria for the segment using Add Field. The Criteria Builder allows you to create SQL subsets of your list based on fields that are available in your ListManager members table. Depending on your permissions, you may be able to type in your SQL query directly in the SQL Query box.
Add Field has three rows, and each row allows you to select different kinds of criteria. You may select text or text/numeric fields from the first row, numeric fields from the second row, and date fields from the third row.
In each row, the first drop down box contains the list of fields which you may select. The second drop down box selects what the comparison criterion should be, and the third field allows you to enter the value that should be compared.
The date field accepts many different numerical date and time formats, so choose the one most comfortable for you. For example:
YYYY-MM-DD HH-MM-SS
MM/DD/YY
YYYY-MM-DD
For example, let's say your members table has a pets column, and you'd like to send to all the cat owners. The comparison criterion would be:
pets = cat
On the other hand, if you'd like to send to everyone who is not a cat owner, your comparison criterion would be:
pets <> cat
Once you've created your criterion, click on Add.
AND/OR:
If you'd like to combine several different criteria in your segment, you'll need to combine them with AND, OR, AND NOT or OR NOT.
For example, let's say you have two additional columns in your members table: one column specifies the kind of pet a member has (the pets column), and the other column specifies the country a member lives in (the country column). If you'd like to create a segment which would send to all the cat owners in England, you'd use AND.
pet = cat AND country = England
This segment is the intersection of these two sets: only cat owners in England would be in this segment.
If you'd like to send to all cat owners anywhere in the world and to everyone on your list who lives England, you'd use OR.
pet=cat OR country = England
This segment is the union of these two sets; all cat owners, and all English people would be part of this subset.
As you build your criteria, they will be displayed below in the Sequel Query box.
NOT
'NOT' must be combined with an AND or OR, and selects those who do not have a certain criteria.
For example, to send to all pet owners except to those who own cats, you'd use AND NOT:
AND NOT pet = cat
( ) Open and Close Parentheses
Some segments might require that you put some of your criteria in parentheses so that they're read the way you intend. For example, the following segment is unclear:
country = England AND pet = dog OR pet = cat
Do you want to send to everyone who lives in England and has a dog, and anyone anywhere who has a cat? Or do you want to send to everyone in England who has a dog or cat? Use parentheses to specify which you'd like:
country = England AND (pet = dog OR pet =cat)
This query will only pull those who live in England, and who have a cat or a dog.
Query
As you add fields, your query will be formed in the SQL Query field.
Depending on whether your administrator allows it or not, you may be able to type in your query directly into the Selection Criteria field, and use the Advanced and Boundaries tabs to use SQL joins to other fields, pull members from all lists, and other kinds of SQL queries.
More
1. Segments
1. Segments: New/Edit Segment: Advanced
2. Segments: New/Edit Segment: Boundaries
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